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iShares 20+ Year Treasury Bond ETF

869 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
LMKC
601
L.M. Kohn & Company
Ohio
$479K -$192K -1,854 -28%
CC
602
Callan Capital
California
$477K -$101K -974 -17%
PCIA
603
Prime Capital Investment Advisors
Kansas
$465K +$469K +4,521 New
CAIMH
604
Central Asset Investments & Management Holdings
Hong Kong
$463K
TA
605
TruWealth Advisors
Louisiana
$462K +$466K +4,492 New
FHB
606
First Hawaiian Bank
Hawaii
$460K +$464K +4,470 New
UAS
607
United Asset Strategies
New York
$460K -$3.01M -29,045 -87%
IPW
608
Invictus Private Wealth
Colorado
$458K +$461K +4,445 New
CAMG
609
CWA Asset Management Group
Florida
$455K -$37.8K -364 -8%
MMA
610
Miracle Mile Advisors
California
$454K -$197K -1,898 -30%
MLA
611
My Legacy Advisors
Oregon
$451K +$35.4K +341 +8%
SFG
612
StrategIQ Financial Group
Indiana
$448K +$451K +4,350 New
CSPIA
613
Cary Street Partners Investment Advisory
Virginia
$443K +$407K +3,926 +1,047%
BHPW
614
Beverly Hills Private Wealth
California
$437K +$470K +4,532 New
FEG
615
Fund Evaluation Group
Ohio
$434K -$8.82K -85 -2%
SOS
616
Silver Oak Securities
Tennessee
$430K -$263K -2,533 -38%
MCC
617
Money Concepts Capital
Florida
$428K -$33.6M -323,799 -99%
T
618
TNF
Montana
$418K -$5.29K -51 -1%
NL
619
NKCFO LLC
Illinois
$412K
I2I
620
Insight 2811 Inc
Illinois
$411K -$182K -1,752 -31%
AWE
621
Avidian Wealth Enterprises
Texas
$409K +$53.6K +517 +15%
PA
622
PFG Advisors
Arizona
$409K -$49.7K -479 -11%
MWM
623
MBE Wealth Management
Wisconsin
$404K +$90.2K +870 +28%
PFO
624
Pathstone Family Office
New Jersey
$404K -$42.9K -414 -10%
KWMG
625
King Wealth Management Group
Florida
$403K -$3.63K -35 -0.9%